Financial Planning

Tax Diversification

Every investor approaches their investment strategy a little bit differently. Some investors prefer to focus on high-growth companies, while others prefer the stability of more stable income-producing investments. But, one component that always seems to be evident inside investor portfolios is some variation of diversification. Diversification is a nutshell is simply “spreading out your bets”….

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History Repeats

There’s a famous quote in the investing world that “this time things are different.” This quote is used over and over again to discuss new technologies, economics, or investment opportunities. But the more we see the world change, the more it almost looks the same. Let’s start with a recap of 2020 2020 was on…

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Real Financial Planning

What is financial planning? When you really take the time to boil it down, it’s simply nothing more than a comprehensive planning session around some topic. For some that might be counting the days until you stop working and retire. For others, it’s understanding how to bring on a business partner, divide their company equity,…

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Boring Wealth

Nobody likes boring. Boring people, boring conferences, boring sporting events, boring shows. Boring sucks… But… is boring what we need? As a society, we have lost patience. Any kind of patience…. When the gas pump takes longer to put gas in the car When our internet connect slows down When a text message won’t send…

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The Downside of the Internet

With the advent of the internet, the availability of almost anything you can think of is only seconds away. Whether it’s a recipe, directions, homes for sale, or a digital copy of the encyclopedia, you can pretty much find anything you’re looking for in a matter of seconds. Social media, being part of this internet…

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